See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,860 | $106,749-16.8% | $145,433-38.9% | $82,448+7.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 18.91% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,981 | $3,444-13.4% | $4,554-34.5% | $2,551+16.9% |
| Participant deferral / active EE | $5,238 | $6,519-19.6% | $7,897-33.7% | $4,139+26.5% |
| Admin fee / account holder | $287 | $8,390-96.6% | $13,129-97.8% | $7,234-96.0% |